Head of Customer Success

Posted 2 Days Ago
New York, NY, USA
In-Office
202K-242K Annually
Senior level
Artificial Intelligence • Fintech • Financial Services
Build the AI operating system for the brands you see every day.
The Role
Build and lead Confido’s customer success function, owning onboarding, adoption, retention, renewals, expansion, customer health, and escalations. Develop scalable playbooks, metrics, and operating processes while hiring, coaching, and growing an enterprise CSM team. Partner with Sales, Product, leadership, and strategic partners to improve customer outcomes and translate customer feedback into product enhancements. Remain hands-on with key accounts and executive-level customer issues.
Summary Generated by Built In

The brands on your kitchen shelf are run by people doing extraordinary work that nobody sees.
We're building the platform they run on, and a brand they'll be proud to be part of.
Confido is the AI operating system that runs cash application, deductions, trade and planning in one place for CPG brands. That means Finance, Sales, and Ops finally work on the same number.
We’re trusted by 250+ brands managing $30B+ in revenue, including Daisy, OLIPOP, Simple Mills, Idahoan, and more. We've achieved best-in-class growth and recently raised a $55M Series B led by Insight Partners to accelerate our momentum.

If you want your work on shelves everywhere — and outsized ownership while you build — we'd love to meet you.

The Role

We’re looking for a Head of Customer Success to build and lead our CS team as we scale. You’ll own the full customer lifecycle, from onboarding and adoption through renewal and expansion, and you’ll hire, coach, and grow a team of CSMs who make our customers successful.

You’ll set the strategy and build the playbooks, health scoring, and processes that turn customer success into a repeatable motion, and you’ll still be hands-on with key accounts and escalations. You’ll work closely with Sales, Product, and Leadership, bringing the voice of the customer into the roadmap and owning retention metrics that matter.

What You Will Own
  • Customer Outcomes & Operational Excellence:

    • Own the health, retention, adoption, and growth of our entire customer portfolio

    • Builds the customer lifecycle: onboarding, adoption playbooks, QBRs/EBRs, renewal motion, churn-risk interventions including metrics definition and reporting

    • Listen closely to the needs of customers to create passionate brand promoters through exceptional user experiences and impactful Customer Highlights

    • Implement scalable, repeatable methodologies and programs that allow the organization to do more with less over time, maintaining absolute metrics accountability

    • Champion a customer-first operating model; leverage data, AI, and operational rigor to drive consistent and scalable customer success delivery

    • Serve as an executive sponsor and escalation point to ensure critical customer issues and roadblocks are resolved with operational rigor and quick turnaround

  • Team Leadership & Talent Development

    • Build, sustain, and inspire a world-class team of enterprise Customer Success Managers who focus intensely on customer health

    • Hire, coach, and retain top talent; actively manage performance and career growth, empowering team members to do the best work of their careers

    • Foster a vibrant, inclusive culture that inspires people to excel — actively modeling innovative AI workflows to relieve administrative burden and prioritize strategic deep work

    • Build a culture of accountability, inclusion, and continuous growth

  • Cross-Functional Collaboration & Strategy

    • Partner closely with Sales to create renewals and upsell processes including operating frameworks and reporting Is comfortable with commercial work: renewals, upsell and cross-sell, and partnering with Sales on handoffs and expansion

    • Translate customer insights into product features

    • Partner with SIs and strategic partners to amplify customer outcomes

What You’ll Need
  • 8+ years in customer success, account management, or a related customer-facing role, usually B2B SaaS

  • 2–4+ years managing people: hiring, coaching, and building a team from a few CSMs up to large scale

  • Startup or scale-up background, ideally having built a CS function from scratch or taken it from “founder-led” to repeatable

  • Experience with SMB, mid-market, and enterprise customers

  • Builds culture and keeps morale up through churn, escalations, and rapid change

  • Leads by example, still taking key accounts or escalations personally

Who You Are
  • You love working with customers and have a deep sense of customer service and success.

  • You thrive in fast-paced environments and care deeply about the quality of your work.

  • You’re an owner - autonomous, self-directed, and comfortable navigating ambiguity.

  • You’re collaborative, organized, and kind—you make the people around you better

🌴 Perks + Benefits
  • Equity — own a meaningful piece of the company you’re helping build

  • Fully paid health coverage through Aetna — we cover 100% of employee premiums

  • Top-tier dental and vision coverage through Guardian

  • Carrot Fertility Pro — comprehensive fertility and family-forming support

  • 12 weeks of paid parental leave

  • Unlimited PTO — plus regular 4-day holiday weekends we actually take

  • 401(k) through Vestwell

  • Paid relocation support — we’ll help you make the move to NYC

  • Fully equipped workspace from day one — laptop, monitor, keyboard, and a $200 stipend to personalize your setup

  • Team perks — catered Friday lunches, team dinners, and unlimited coffee + snacks featuring products from the brands we work with

Confido provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Skills Required

  • 8+ years of experience in customer success, account management, or a related customer-facing role, usually in B2B SaaS
  • 2–4+ years of people management experience, including hiring, coaching, and building a CSM team
  • Startup or scale-up experience, ideally building a customer success function from scratch or scaling a founder-led function
  • Experience working with SMB, mid-market, and enterprise customers
  • Experience building culture and maintaining morale through churn, escalations, and rapid change
  • Experience leading by example while personally managing key accounts or escalations
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The Company
HQ: New York, NY
100 Employees
Year Founded: 2022

What We Do

CPG is a multi-trillion-dollar industry, but the path from factory to store shelf still runs on spreadsheets, emailed PDFs, and legacy systems held together with duct tape. Brands lose real time and money every day reconciling data, fighting retailer disputes, and coordinating across finance, sales, and supply chain. We're replacing that manual work with AI agents on a single intelligent platform — from cash application and deductions to demand forecasting, supply planning, and trade promotion management. It's working. We're the infrastructure behind 200+ brands, from OLIPOP to Simple Mills to Dr. Squatch, managing $40B+ in customer revenue, with 5x ARR growth. Backed by Insight Partners, Footwork, Y Combinator, and others.

Why Work With Us

You'll never wait for a performance review to get a raise or bonus you've earned. Ownership works the same way: trusted from day one to own things end to end. Need something to do your job better? You won't have to ask twice.

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Confido Offices

OnSite Workspace

We are on-site in Chelsea, New York.

Typical time on-site: None
HQNew York Headquarters
Our company is in a trendy Chelsea neighborhood nearby plenty of restaurants, gyms, and bars.

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